Transfer chat for LiveChat

Dariusz Zabrzenski
6 min read
updated: Apr 4, 2022

Let your chatbot transfer chats to your customer support team whenever needed. The LiveChat integration lets you pass an ongoing chat from your chatbot to your customer service team. You can decide when the transfer should be handled and what happens if your agents are not currently available.

How to use the Transfer chat actionLink icon

  1. Open your Story.

  2. Choose a point in the Story at which you want to transfer the chat to a human agent. chatbot for freshdesk

  3. Drag the Transfer chat block from the menu and drop it at your chosen point. chatbot for freshdesk

    The Transfer chat action supports two paths: Success and Failure. These allow you to prepare your chatbot for two different scenarios:

    • The Success path is triggered when a chat is transferred successfully.

    • The Failure path is triggered when a chat transfer is unsuccessful. This may happen when:

    There are no human agents in LiveChat, so your chatbot can’t pass chats to them.

    Agents are logged into LC, but their status is set to not accepting chats.

    Agents are accepting chats, but they’ve reached the maximum number of concurrent chats.

The chat won’t be passed to an agent when you test the Transfer chat action for LiveChat using the internal Testing Tool. To test LiveChat actions, you need to connect your Story to LiveChat and test it in the LiveChat widget. Also, the transfer is possible only when at least one agent is available at LiveChat and they’re accepting chats.
The chat won’t be passed to an agent when you test the Transfer chat action for LiveChat using the internal Testing Tool. To test LiveChat actions, you need to connect your Story to LiveChat and test it in the LiveChat widget. Also, the transfer is possible only when at least one agent is available at LiveChat and they’re accepting chats.
  1. Now, open the Transfer chat action and decide which LiveChat group the chat should be transferred to.

    • If you want to transfer a chat within the same group in which it started, choose Within the group.

    • If you want to transfer a chat to a different group than the one from which it started, choose To another group. Then type in the group’s number in LiveChat.

    chatbot for freshdeskchatbot for freshdesk

The ID = 0 refers to the General group. You can check the group’s number in the Agents tab on your LiveChat account. To do so, go to Groups and select the group from the list. The group’s number is the number at the end of the URL address (see below).
The ID = 0 refers to the General group. You can check the group’s number in the Agents tab on your LiveChat account. To do so, go to Groups and select the group from the list. The group’s number is the number at the end of the URL address (see below).
  1. Now, add a Bot response after the Failure block. You can use it to let users know what will happen if the transfer is unsuccessful. If needed, you can also let them create a ticket, or redirect them to another interaction to sustain a conversation. chatbot for freshdesk

The Success block ends the path. From this point forward, the chat is taken over by a human agent and no other chatbot interaction can be triggered.
The Success block ends the path. From this point forward, the chat is taken over by a human agent and no other chatbot interaction can be triggered.
When you integrate ChatBot with LiveChat, you need to replace the ChatBot tracking code on your website with LiveChat’s code. If you don’t add the LiveChat code to your website, LiveChat actions won’t be triggered. Check how to install LiveChat on your website.
When you integrate ChatBot with LiveChat, you need to replace the ChatBot tracking code on your website with LiveChat’s code. If you don’t add the LiveChat code to your website, LiveChat actions won’t be triggered. Check how to install LiveChat on your website.

Transfer chats to a human agent when your chatbot can’t provide answersLink icon

You can also set up your chatbot to transfer a chat to a human agent when it can’t match the user input with any interaction. To do so, you need to use Filters after Default fallback.

  1. Drag a Filter block and drop it after Default fallback. chatbot for freshdesk

  2. Select the Filter block you’ve added. Choose Failures in the Add new filter field. chatbot for freshdesk

  3. Set up the Failures attribute as less than or equal 2. Then, select Apply filter. The filter lets you detect when the user supplies an unmatchable response or query more than once. With this arrangement, the bot will display a Fallback message two times before transferring the user to an agent. chatbot for freshdesk

  4. Now, add a Bot response block to provide the bot’s reply in case the chatbot can’t match the user input with any interaction. You can ask the user to rephrase their question to help sustain the conversation. chatbot for freshdesk

  5. Next, add a second Filter block. chatbot for freshdesk

  6. Let’s say you want to transfer a chat to an agent after two unsuccessful queries. To do so, select the Filter block and set up the Failures attribute as greater than 2. chatbot for freshdesk

  7. Now, add a Bot response after the Filter block and inform the user about the transfer. chatbot for freshdesk

  8. Next, drag the Transfer chat block from the right-hand menu and drop it after the Bot response. Now, whenever a user types a query that won’t be matched with any of the interactions twice in a row, they will be transferred to a LiveChat agent. Please note that you can change the number in the filters, for example, from 2 to 3, but it has to be the same for both filters. chatbot for freshdesk

  9. Your Story can end here. However, the transfer to LiveChat might be unsuccessful because all your agents are offline or they’re not accepting chats at the moment. In this case, you can add a Bot response to the Failure block to provide the user with additional information. chatbot for freshdesk

  10. At this point, you can let the user leave a message for your team using the Create ticket action. However, if you’ve already implemented the Create ticket action in your Story, you can add the Go to step action after the Failure block to redirect the user to this or any previous interaction. To create a ticket, you need the user’s email address. The chatbot can collect the user’s email address thanks to:

  11. When you open the Go to step block, redirect the user to the Question interaction to collect their information, such as their email address and message. chatbot for freshdesk

  12. Finally, make sure that you’ve added the user’s email address in the Create ticket block by using the email attributes. chatbot for freshdesk

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